Prosperitus Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$69,300,000
Clients
227
Advisors
4
of 6 employees
About
Prosperitus Wealth Advisors provides wealth management and comprehensive financial planning primarily to business owners, entrepreneurs, executives and mass‑affluent individuals, including retirees and families. Its service menu covers portfolio management, retirement plan support and a range of specialty services such as 10b5‑1 sales plans, cashless stock‑option exercises, ESOPs, business valuations, hedging and monetization of concentrated equity positions, tax and estate planning, and insurance and annuity solutions.
The firm follows a structured planning process — assess, create, implement and manage — and combines behavioral, charting, cyclical, fundamental and technical analysis when constructing portfolios. Prosperitus typically pursues long‑term strategies aligned with client goals but will employ shorter‑term trades, sub‑advisors and a wide set of instruments (including ETFs, ETNs, alternative investments and crypto investment trusts) to address liquidity, risk tolerance and concentration matters.
Distinctive features include acting as the sponsor and portfolio manager of a wrap‑fee program and providing participant education seminars for business retirement plans (limited, upon request, to no more than twice per year), both of which are relatively uncommon among comparable team firms. The firm also discloses that some investment adviser representatives are licensed insurance agents who may receive commissions, a potential conflict it addresses in its disclosures, and emphasizes specialized work for business‑owner clients (employee benefits, succession planning and executive transactions).
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1,500 to $30,000 for financial planning
$0 - $99,999.99: Up to 2.0% $100,000 - $249,999.99: Up to 1.9% $250,000 - $499,999.99: $500,000 - $749,999.99: $750,000 - $999,999.99: $1,000,000 - $1,999,999.9: Up to 1.8% $2,000,000 - $4,999,999.99: $5,000,000 - $24,999.999.9: $25,000,000++:
$200 to $300 per hour
Fee-only: Hourly rate $200 to $300; Flat fees $1,500 to $30,000
Main office
2855 N University Drive, Suite 110
Coral Springs FL 33065
Advisors at this office
4
Most active in
Florida · New York · Texas
Also doing business as
Prosperitus Wealth Adivsors, LLC · Prosperitus Wealth Advisors · Prosperitus Wealth Advisors, LLC · Prosperitus Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Alex F
Series 63, Series 65
Coral Springs, FL
Prosperitus Wealth Advisors
Alex Fouquet is a financial advisor with Prosperitus Wealth Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Bank United, City National Bank, Sogebank, and Citigroup Global Markets. He is also involved with AF Financial Services Consulting, LLC, a business related to financial services consulting. Prosperitus Wealth Advisors serves mass-affluent and high-net-worth individuals, business owners, and executives with comprehensive financial planning and portfolio management. The firm employs a structured planning process and a mix of analytical approaches, offering a broad range of services including estate and tax planning, retirement income strategies, and specialized corporate-capital services.
Christian U
CFP®, CFA®, Series 66
Coral Springs, FL
Prosperitus Wealth Advisors
Christian Urbina is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at Prosperitus Wealth Advisors since 2020 and previously held roles at Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. Urbina serves on the Board of Directors for the Financial Planning Association, where he helps oversee pro-bono financial planning initiatives for the community. Prosperitus Wealth Advisors is a team-based firm serving mass-affluent and high-net-worth individuals, business owners, and executives. The firm offers comprehensive financial planning and portfolio management, employing a structured planning process and a mix of behavioral, fundamental, technical, and cyclical analysis to guide investment decisions.
Paul Z
CFP®, Series 63, Series 66
Coral Springs, FL
Prosperitus Wealth Advisors
Paul Zoch is a CFP® with 23 years of industry experience, currently serving as an advisor at Prosperitus Wealth Advisors since 2020. His prior roles include positions at Avenir Private Advisors, Capital Guardian Wealth Management, and Wells Fargo Advisors. Outside of advising, he is involved in life insurance sales, tax preparation, and business software consulting. Prosperitus Wealth Advisors provides comprehensive financial planning and portfolio management primarily for mass-affluent and high-net-worth individuals, business owners, executives, and retirees. The firm employs a structured planning process and combines behavioral, fundamental, technical, and cyclical analysis to support long-term and shorter-term investment strategies, offering a broad range of wealth management and specialized corporate-capital services.
Maxime J
Series 66
Coral Springs, FL
Prosperitus Wealth Advisors
Maxime Jean Louis is a financial advisor at Prosperitus Wealth Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avenir Private Advisors and Kovack Securities. He also serves as Vice President of the Young Haitian Doctors Network, Inc., where he collaborates on strategic planning and financial sustainability. Prosperitus Wealth Advisors provides comprehensive financial planning and portfolio management to mass-affluent and high-net-worth individuals, business owners, and executives. The firm employs a structured planning process and integrates multiple analytical approaches to investment decisions, offering a broad range of services including estate and tax planning, insurance, and specialized corporate-capital solutions.
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